Horizons Wealth Management 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001943228 · ASHEVILLE, NC

As of Sep 30, 2025, Horizons Wealth Management reported 168 positions worth 46.8M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD LARGE-CAP INDEX FUND	VV	—	50,514	5.6M	10.59%
VANGUARD TAX-MANAGED FUNDS	VEA	—	216,017	2.9M	8.82%
VANGUARD MID-CAP INDEX FUND	VO	—	37,552	1.0M	7.51%
VANGUARD REAL ESTATE INDEX FUND	VNQ	—	114,432	0.5M	7.13%
VANGUARD SMALL-CAP INDEX FUND	VB	—	40,091	0.2M	6.94%
ISHARES TIPS BOND ETF	TIP	—	55,954	$6.2M	4.24%
VANGUARD TOTAL BOND MARKET INDEX FUND	BND	—	80,293	$6.0M	4.07%
VANGUARD CHARLOTTE FUNDS	BNDX	—	110,370	$5.5M	3.72%
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF	BSCT	—	216,026	$4.1M	2.77%
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF	BSCS	—	190,586	$3.9M	2.67%
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF	BSCQ	—	195,044	$3.8M	2.60%
INVESCO BULLETSHARES 2030 CORPORATE BOND ETF	BSCU	—	223,327	$3.8M	2.57%
ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF	CMDY	—	71,582	$3.8M	2.56%
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF	BSCR	—	189,202	$3.7M	2.54%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF	BSCP	—	150,351	$3.1M	2.12%
INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF	BSJQ	—	115,289	$2.7M	1.84%
VANGUARD LONG-TERM BOND INDEX FUND	BLV	—	35,131	$2.5M	1.70%
ISHARES MSCI EAFE ETF	EFA	—	23,034	$2.2M	1.47%
INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF	BSJR	—	84,228	.9M	1.30%
THE REAL ESTATE SELECT SECTOR SPDR FUND	XLRE	—	40,948	.7M	1.18%
INVESCO EXCH TRD SLF IDX FD	BSCV	—	94,803	.6M	1.08%
ISHARES CORE US AGGREGATE BOND ETF	AGG	—	14,088	.4M	0.96%
APPLE INC	AAPL	Technology	5,433	.4M	0.94%
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	IAGG	—	26,140	.3M	0.91%
PRIMORIS SERVICES CORP	PRIM	Industrials	9,338	.3M	0.87%